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O'Shaughnessy Asset Management’s JPMorgan Income ETF JPIE Stock Holding History

O'Shaughnessy Asset Management’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46 Sell
1
-105
-99% -$4.83K ﹤0.01% 2602
2026
Q1 		$4.88K Buy
106
+100
+1,667% +$4.63K ﹤0.01% 2504
2025
Q4 		$278 Buy
+6
New +$278 ﹤0.01% 2591
2024
Q3 		– Sell
-1,295
Closed -$58.9K – 2158
2024
Q2 		$58.9K Buy
+1,295
New +$58.6K ﹤0.01% 1700

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

O'Shaughnessy Asset Management's JPIE Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its JPMorgan Income ETF (JPIE) stake by 99% in Q2 2026, selling an estimated $4.83K and leaving 1 share worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

O'Shaughnessy Asset Management first reported a position in JPIE in Q2 2024 and has held it in 4 quarters since. The position peaked at $58.9K in Q2 2024. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • O'Shaughnessy Asset Management held 1 share of JPMorgan Income ETF worth $46 as of Q2 2026.
  • O'Shaughnessy Asset Management sold 105 JPMorgan Income ETF shares in Q2 2026, an estimated $4.83K.
  • JPMorgan Income ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2602 holding.
  • O'Shaughnessy Asset Management first reported a position in JPMorgan Income ETF in Q2 2024 and has held it in 4 quarters since.
  • O'Shaughnessy Asset Management's JPMorgan Income ETF position peaked at $58.9K in Q2 2024.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.